Interactive Brokers Group, Inc.
IBKR- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001381197
In the last 90 days, Interactive Brokers Group, Inc. insiders filed 2 open-market purchases and 0 sales; 1,119 institutions reported holding it in 13F filings for Q2 2026, worth $33.7B in total; 3 superinvestors hold it, including Viking Global Investors and Lone Pine Capital.
13F holders, Q3 2023
Institutional positions in Interactive Brokers Group, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 436
- +16 vs. Q2 2023
- Shares held
- 93.2M
- +1.86M (+2.0%) vs. Q2 2023
- Total value
- $8.08B
- +$499.8M (+6.6%) vs. Q2 2023
- New holders
- 67
- 151 more added
- Sold out
- 51
- 149 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBKR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,119 | $33.7B |
| Q1 2026 | 1,001 | $25.4B |
| Q4 2025 | 980 | $24.7B |
| Q3 2025 | 913 | $26.1B |
| Q2 2025 | 802 | $20.9B |
| Q1 2025 | 746 | $15.7B |
| Q4 2024 | 710 | $16.6B |
| Q3 2024 | 587 | $12.9B |
| Q2 2024 | 548 | $11.4B |
| Q1 2024 | 494 | $10.6B |
| Q4 2023 | 456 | $7.72B |
| Q3 2023 | 436 | $8.08B |
| Q2 2023 | 424 | $7.61B |
| Q1 2023 | 433 | $7.58B |
| Q4 2022 | 402 | $6.67B |
| Q3 2022 | 339 | $5.90B |
| Q2 2022 | 345 | $4.78B |
| Q1 2022 | 347 | $5.73B |
| Q4 2021 | 339 | $6.80B |
| Q3 2021 | 309 | $5.12B |
| Q2 2021 | 319 | $5.28B |
| Q1 2021 | 320 | $5.79B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 91,317 | $7.90M | 0.01% | +23,338+34.3% | Added |
| Manufacturers Life Insurance Company, The | 91,082 | $7.88M | 0.00% | +14,114+18.3% | Added |
| Texas Permanent School Fund | 90,850 | $7.86M | 0.08% | +166+0.2% | Added |
| Hudson Bay Capital Management LP | 90,000 | $7.79M | 0.07% | +15,000+20.0% | Added |
| New York State Common Retirement Fund | 89,279 | $7.73M | 0.01% | −10,458−10.5% | Reduced |
| O'Brien Greene & Co. Inc | 85,520 | $7.40M | 2.71% | +1,352+1.6% | Added |
| AWH Capital, L.P. | 79,500 | $6.88M | 6.13% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 76,606 | $6.63M | 0.02% | +76,606 | New |
| TownSquare Capital, LLC | 74,623 | $6.46M | 0.12% | −4,759−6.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 73,461 | $6.36M | 0.06% | −154,139−67.7% | Reduced |
| Amalgamated Bank | 71,555 | $6.19M | 0.05% | +10,722+17.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,458 | $6.10M | 0.01% | +3,986+6.0% | Added |
| Mutual of America Capital Management LLC | 69,308 | $6.00M | 0.07% | −5,520−7.4% | Reduced |
| Assenagon Asset Management S.A. | 68,905 | $5.96M | 0.02% | +50,864+281.9% | Added |
| Advisor Group Holdings, Inc. | 66,972 | $5.80M | 0.01% | +22,916+52.0% | Added |
| New York State Teachers Retirement System | 65,428 | $5.66M | 0.01% | +4,625+7.6% | Added |
| Susquehanna Fundamental Investments, LLC | 64,904 | $5.62M | 0.36% | 00.0% | Unchanged |
| Great West Life Assurance Co | 63,415 | $5.49M | 0.01% | +5,032+8.6% | Added |
| Handelsbanken Fonder AB | 61,545 | $5.33M | 0.03% | +2,104+3.5% | Added |
| First Trust Advisors LP | 61,270 | $5.30M | 0.01% | −5,456−8.2% | Reduced |
| MetLife Investment Management | 61,188 | $5.30M | 0.04% | −471−0.8% | Reduced |
| LPL Financial LLC | 57,839 | $5.01M | 0.00% | +5,329+10.1% | Added |
| Point72 Europe (London) LLP | 56,600 | $4.90M | 0.67% | −25,700−31.2% | Reduced |
| State of New Jersey Common Pension Fund D | 56,399 | $4.88M | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 56,044 | $4.85M | 0.03% | −11,200−16.7% | Reduced |
| Canada Pension Plan Investment Board | 55,813 | $4.83M | 0.01% | −1,807−3.1% | Reduced |
| Chase Investment Counsel Corp | 54,514 | $4.72M | 2.35% | +6,063+12.5% | Added |
| Ghisallo Capital Management LLC | 54,300 | $4.70M | 0.48% | +54,300 | New |
| Comerica Bank | 52,557 | $4.55M | 0.02% | +5,470+11.6% | Added |
| PenderFund Capital Management Ltd. | 37,758 | $4.44M | 1.33% | −4,960−11.6% | Reduced |
| Artisan Partners Limited Partnership | 50,460 | $4.37M | 0.01% | +3,141+6.6% | Added |
| Yousif Capital Management, LLC | 49,633 | $4.30M | 0.05% | −815−1.6% | Reduced |
| Harbor Advisors LLC | 49,558 | $4.29M | 0.92% | 00.0% | Unchanged |
| Bank of Montreal | 45,538 | $4.18M | 0.00% | −4,645−9.3% | Reduced |
| Pinebridge Investments, L.P. | 47,118 | $4.08M | 0.05% | −3,059−6.1% | Reduced |
| Treasurer of the State of North Carolina | 46,989 | $4.07M | 0.02% | +2,085+4.6% | Added |
| Jane Street Group, LLC | 46,877 | $4.06M | 0.01% | −32,762−41.1% | Reduced |
| Rockefeller Capital Management L.P. | 45,392 | $3.93M | 0.02% | −67,359−59.7% | Reduced |
| CWM Advisors, LLC | 44,842 | $3.88M | 0.50% | −12,787−22.2% | Reduced |
| Graham Capital Management, L.P. | 44,762 | $3.87M | 0.12% | +44,762 | New |
| Price T Rowe Associates Inc | 44,527 | $3.85M | 0.00% | +2,001+4.7% | Added |
| Walleye Capital LLC | 43,764 | $3.79M | 0.06% | +21,776+99.0% | Added |
| Bank of Nova Scotia | 43,371 | $3.75M | 0.01% | −12,281−22.1% | Reduced |
| Public Employees Retirement System of Ohio | 41,434 | $3.59M | 0.02% | −3,993−8.8% | Reduced |
| Teacher Retirement System of Texas | 40,624 | $3.52M | 0.02% | +2,147+5.6% | Added |
| Bridgewater Associates, LP | 37,989 | $3.29M | 0.02% | −434,821−92.0% | Reduced |
| Atria Investments LLC | 37,157 | $3.22M | 0.06% | −3,064−7.6% | Reduced |
| Redwood Investments, LLC | 36,792 | $3.18M | 0.43% | −327−0.9% | Reduced |
| Gotham Asset Management, LLC | 36,163 | $3.13M | 0.06% | −105−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,170 | $3.04M | 0.03% | +16,996+93.5% | Added |
| Federation des caisses Desjardins du Quebec | 33,756 | $2.92M | 0.03% | −5,028−13.0% | Reduced |
| SkyView Investment Advisors, LLC | 31,345 | $2.71M | 1.10% | −8,112−20.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,680 | $2.66M | 0.19% | −57,863−65.4% | Reduced |
| NewEdge Wealth, LLC | 30,680 | $2.66M | 0.08% | −8,551−21.8% | Reduced |
| Louisiana State Employees Retirement System | 30,300 | $2.62M | 0.06% | +200+0.7% | Added |
| Los Angeles Capital Management LLC | 30,142 | $2.61M | 0.01% | −40,296−57.2% | Reduced |
| EULAV Asset Management | 30,021 | $2.60M | 0.10% | −2,979−9.0% | Reduced |
| Oregon Public Employees Retirement Fund | 29,992 | $2.60M | 0.04% | +283+1.0% | Added |
| Algert Global LLC | 29,488 | $2.55M | 0.12% | −640−2.1% | Reduced |
| Martingale Asset Management L P | 29,463 | $2.55M | 0.05% | +9,700+49.1% | Added |
| Arizona State Retirement System | 29,325 | $2.54M | 0.02% | +395+1.4% | Added |
| US Bancorp | 29,279 | $2.53M | 0.00% | +1,017+3.6% | Added |
| TriaGen Wealth Management LLC | 29,212 | $2.53M | 1.29% | +19,745+208.6% | Added |
| Nordea Investment Management AB | 28,063 | $2.45M | 0.00% | −2,332−7.7% | Reduced |
| Aquatic Capital Management LLC | 27,000 | $2.34M | 0.10% | +27,000 | New |
| Thrivent Financial for Lutherans | 26,785 | $2.32M | 0.01% | +201+0.8% | Added |
| M&T Bank Corp | 26,698 | $2.31M | 0.01% | −1,866−6.5% | Reduced |
| Prudential Financial Inc | 26,651 | $2.31M | 0.00% | −262−1.0% | Reduced |
| Epacria Capital Partners, LLC | 26,019 | $2.25M | 1.86% | 00.0% | Unchanged |
| UBS Group AG | 25,801 | $2.23M | 0.00% | −40,751−61.2% | Reduced |
| State of Michigan Retirement System | 25,579 | $2.21M | 0.01% | +200+0.8% | Added |
| AE Wealth Management LLC | 25,092 | $2.17M | 0.01% | +898+3.7% | Added |
| Ameritas Investment Partners, Inc. | 23,991 | $2.08M | 0.08% | −1,729−6.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,725 | $2.05M | 0.06% | +836+3.7% | Added |
| Cozad Asset Management Inc | 23,535 | $2.04M | 0.26% | −8,920−27.5% | Reduced |
| USS Investment Management Ltd | 23,247 | $2.01M | 0.02% | +646+2.9% | Added |
| Hosking Partners LLP | 23,012 | $1.99M | 0.09% | −542−2.3% | Reduced |
| Wealthfront Advisers LLC | 22,590 | $1.96M | 0.01% | +12,852+132.0% | Added |
| Dynamic Technology Lab Private Ltd | 22,580 | $1.96M | 0.20% | +18,243+420.6% | Added |
| Exchange Traded Concepts, LLC | 22,372 | $1.94M | 0.05% | +8,281+58.8% | Added |
| Wellington Management Group LLP | 22,083 | $1.91M | 0.00% | +79+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,662 | $1.88M | 0.02% | −28,124−56.5% | Reduced |
| TD Private Client Wealth LLC | 21,152 | $1.83M | 0.08% | −8,379−28.4% | Reduced |
| New Mexico Educational Retirement Board | 21,060 | $1.82M | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 20,971 | $1.81M | 0.07% | +7,654+57.5% | Added |
| Toronto Dominion Bank | 20,795 | $1.80M | 0.00% | +19,910+2,249.7% | Added |
| Darwin Advisors, LLC | 20,504 | $1.77M | 0.48% | +20,504 | New |
| Resources Investment Advisors, LLC. | 20,456 | $1.77M | 0.04% | +191+0.9% | Added |
| Fifth Third Bancorp | 20,447 | $1.77M | 0.01% | −37,879−64.9% | Reduced |
| KB Financial Partners, LLC | 20,404 | $1.77M | 0.51% | +176+0.9% | Added |
| Cumberland Partners Ltd | 20,000 | $1.73M | 0.17% | +3,500+21.2% | Added |
| Two Sigma Investments, LP | 19,800 | $1.71M | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 19,668 | $1.70M | 0.33% | +1,482+8.1% | Added |
| Quantbot Technologies LP | 18,831 | $1.63M | 0.11% | −5,060−21.2% | Reduced |
| Vontobel Holding Ltd. | 18,804 | $1.63M | 0.02% | +5,205+38.3% | Added |
| Neo Ivy Capital Management | 18,516 | $1.60M | 0.70% | +18,516 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,024 | $1.56M | 0.01% | +2,611+16.9% | Added |
| Cetera Investment Advisers | 17,353 | $1.50M | 0.01% | −82−0.5% | Reduced |
| Deutsche Bank AG | 17,285 | $1.50M | 0.00% | −36,310−67.7% | Reduced |
| Natixis Advisors, L.P. | 17,162 | $1.49M | 0.00% | +267+1.6% | Added |